About

The investor awareness firm public companies hire when they're serious.

Founded in 2009. US-staffed in Miami and Irvine. Many successful campaigns through every market cycle. We do one thing — investor awareness for public companies — and we have done it consistently and well across more than fifteen years in the category.

Why we exist

Public companies — from emerging issuers in the low millions of market cap up through established mid-caps — face the same structural problem: getting the right retail investor audience to actually pay attention. The newsletters, influencers, and channels that drive real engagement are gated behind years of relationships, partnerships, and operating know-how that issuers don't build internally — and shouldn't have to.

Most firms in our category sell access. We've built ours to deliver something more useful — measurable retail engagement, transparent reporting, and a track record that tells you what worked and why.

We're not the cheapest option. We're not the loudest pitch. We're the firm public-company CEOs and CFOs come back to engagement after engagement, because the audience engagement is real and the reporting holds up to board scrutiny.

What makes us different

Tenure. We've operated for over fifteen years — through small-cap booms and busts, COVID, the microcap winter, and every regulatory wave in between. We have institutional memory the newer firms cannot replicate.

Owned core distribution + curated network. Long-standing publishing partnerships form the backbone of every campaign, augmented with vetted third-party newsletters and publishers when reach demands it. You always know which channels are owned and which are partner.

Reporting accountability. Every campaign has a reporting dashboard active from day one — opens, clicks, social engagement, sentiment, and attribution — updated as the data comes in across each channel. Plus a weekly executive review with the people running the campaign. No glossy month-end PDFs.

Transparent structure — direct or partner-led. Most clients hire us directly. We also work as a white-label or referral partner with IR firms, capital advisors, and agencies whose internal teams need execution capacity. Either path: clean disclosure, transparent compensation, single contract.

US-based, US-staffed. Real offices in Miami and Irvine. Real American team. We are not a two-person shop operating offshore through a chain of obscured entities.

Our footprint

  • Miami, FL — Atlantic-coast operations and East Coast issuer relationships
  • Irvine, CA — Pacific-coast media production and West Coast coverage
  • Strategic partners in Toronto and Frankfurt for Canadian and German distribution

Compliance and integrity

We are a paid investor awareness and marketing firm. We are not a registered broker-dealer or investment advisor. Every U.S. campaign carries the paid-promotion disclosure required under Section 17(b) of the Securities Act of 1933, drafted and displayed within the campaign content itself. Canadian and German campaigns include the equivalent jurisdictional disclosures. We do not trade in client securities during active campaign windows. Our complete legal posture is published on our Disclosures page.

What over a decade of operating in this space teaches you

Investor awareness sits at the intersection of marketing, capital markets, and securities regulation. Most firms in this category get one of those right. Operating across all three for as long as we have means we know:

  • How Section 17(b) compensation disclosure must be drafted, where it must appear in every dissemination, and how to handle indirect compensation through affiliated publishers.
  • How OSC, BCSC, and ASC paid-marketer policies differ, and how to coordinate disclosure with CSE and TSX-V news-release requirements for Canadian-listed issuers.
  • How BaFin and Frankfurt Stock Exchange requirements apply to German-language paid-promotion content and how to handle cross-listed disclosure cleanly.
  • How to time campaigns around earnings blackouts, 10-Q / 10-K filing windows, Reg FD events, and exchange-mandated quiet periods — not after the fact, in advance.
  • How to handle material non-public information: what we cannot see, cannot publish, and cannot reference, even in passing.
  • How affiliated-publisher economic interests must be disclosed when AMS distribution flows through partners we have ownership in.
  • How to work with your in-house and outside securities counsel as a compliance partner, not an adversary.

None of this is exotic for someone who has been doing it for over ten years. All of it is unfamiliar territory for a firm that started in 2021 or 2022. That asymmetry is the difference between an issuer engagement that survives audit and one that becomes the case study.

What we won't do

  • Engagements where we don't believe we can credibly deliver the agreed reach and engagement
  • Issuers whose disclosure or operational integrity we cannot verify
  • Campaigns built around catalysts that aren't real or aren't material
  • Marketing copy that promises stock price or volume outcomes — we sell awareness and reach, not market movement
  • Anything that puts our fifteen-plus years track record at risk for one transaction
"They turned us down the first time. Said the timing wasn't right and the catalyst wasn't real. Six months later we came back with the right setup. They were right both times."
— CEO, OTC Markets-listed (later up-listed to NASDAQ)
By the numbers

Fifteen years. Compounded.

15+Years Operating
ManySuccessful Campaigns
Opt-InRetail Investor Reach
HighClient Retention

Want to see if we're the right fit?

Every relationship starts with a confidential Discovery Call. We'll tell you in 30 minutes whether we can help — and if we can't, who can.

Book a Discovery Call